Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Otis Worldwide Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,311
- +85 vs. Q3 2025
- Shares held
- 391.9M
- +52.9M (+15.6%) vs. Q3 2025
- Total value
- $30.9B
- −$83.9M (−0.3%) vs. Q3 2025
- New holders
- 167
- 391 more added
- Sold out
- 82
- 484 more reduced
27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 119,875 | $10.5M | 0.35% | +71,631+148.5% | Added |
| Resona Asset Management Co.,Ltd. | 118,893 | $10.4M | 0.05% | −5,290−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 117,451 | $10.3M | 0.03% | −6,007−4.9% | Reduced |
| Colony Group, LLC | 116,743 | $10.2M | 0.01% | +58,524+100.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.0M | 0.08% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 113,377 | $9.98M | 0.29% | −3,523−3.0% | Reduced |
| Natixis | 113,722 | $9.93M | 0.04% | +15,810+16.1% | Added |
| Bank of Nova Scotia | 113,211 | $9.89M | 0.01% | +60,185+113.5% | Added |
| Moran Wealth Management, LLC | 109,585 | $9.57M | 0.29% | −401−0.4% | Reduced |
| Baldwin Brothers Inc | 108,400 | $9.47M | 0.61% | −6,578−5.7% | Reduced |
| Voya Investment Management LLC | 107,751 | $9.41M | 0.01% | −32,837−23.4% | Reduced |
| Arizona State Retirement System | 107,728 | $9.41M | 0.05% | −7,557−6.6% | Reduced |
| Peapack Gladstone Financial Corp | 107,489 | $9.39M | 0.12% | +1,909+1.8% | Added |
| Equitable Trust Co | 107,288 | $9.37M | 0.42% | −33,020−23.5% | Reduced |
| Commonwealth Equity Services, LLC | 105,530 | $9.22M | 0.01% | −28,669−21.4% | Reduced |
| Connecticut Wealth Management, LLC | 103,524 | $9.04M | 0.39% | −749−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 103,301 | $9.02M | 0.05% | −194,891−65.4% | Reduced |
| Czech National Bank | 102,763 | $8.98M | 0.06% | +3,121+3.1% | Added |
| State of Michigan Retirement System | 102,007 | $8.91M | 0.04% | −4,100−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 101,892 | $8.90M | 0.03% | −5,926−5.5% | Reduced |
| Ensign Peak Advisors, Inc | 100,122 | $8.75M | 0.02% | −8,753−8.0% | Reduced |
| Captrust Financial Advisors | 99,218 | $8.67M | 0.02% | −1,165−1.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 98,100 | $8.57M | 1.00% | +62,100+172.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 96,914 | $8.47M | 0.03% | −21,162−17.9% | Reduced |
| Impax Asset Management Group plc | 95,841 | $8.37M | 0.05% | −16,737−14.9% | Reduced |
| Winton Group Ltd | 95,504 | $8.34M | 0.29% | +67,804+244.8% | Added |
| Machina Capital S.A.S. | 95,267 | $8.32M | 1.59% | +33,979+55.4% | Added |
| Pictet North America Advisors SA | 94,246 | $8.23M | 0.78% | −4,735−4.8% | Reduced |
| MetLife Investment Management | 93,429 | $8.16M | 0.04% | −3,992−4.1% | Reduced |
| Cloverfields Capital Group, LP | 92,529 | $8.08M | 2.50% | +9,699+11.7% | Added |
| Federation des caisses Desjardins du Quebec | 92,328 | $8.06M | 0.03% | −7,982−8.0% | Reduced |
| Daiwa Securities Group Inc. | 90,670 | $7.92M | 0.03% | +18,301+25.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,650 | $7.92M | 0.04% | −3,598−3.8% | Reduced |
| Edgestream Partners, L.P. | 90,100 | $7.87M | 0.22% | +90,100 | New |
| Ieq Capital, LLC | 89,817 | $7.85M | 0.02% | +15,064+20.2% | Added |
| Pinnacle Financial Partners, Inc. | 89,691 | $7.83M | 0.06% | +89,691 | New |
| Numerai GP LLC | 89,286 | $7.80M | 0.94% | +19,513+28.0% | Added |
| Thrivent Financial for Lutherans | 86,137 | $7.52M | 0.01% | +451+0.5% | Added |
| American Century Companies Inc | 85,044 | $7.43M | 0.00% | −224,289−72.5% | Reduced |
| ProShare Advisors LLC | 84,758 | $7.40M | 0.01% | +4,830+6.0% | Added |
| Entropy Technologies, LP | 84,667 | $7.40M | 0.40% | +57,837+215.6% | Added |
| Tudor Investment Corp Et Al | 83,437 | $7.29M | 0.04% | +83,437 | New |
| Stifel Financial Corp | 83,181 | $7.27M | 0.01% | −5,691−6.4% | Reduced |
| Retirement Systems of Alabama | 82,907 | $7.24M | 0.02% | −815−1.0% | Reduced |
| Meyer Handelman Co | 82,378 | $7.20M | 0.23% | −2,270−2.7% | Reduced |
| Bahl & Gaynor Inc | 82,211 | $7.18M | 0.04% | −4,643−5.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 80,892 | $7.07M | 0.55% | −42,755−34.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,824 | $7.06M | 0.06% | −1,800−2.2% | Reduced |
| IFM Investors Pty Ltd | 78,506 | $6.86M | 0.06% | +529+0.7% | Added |
| Elo Mutual Pension Insurance Co | 78,042 | $6.82M | 0.10% | +7,703+11.0% | Added |
| Nordea Investment Management AB | 76,564 | $6.71M | 0.01% | +5,237+7.3% | Added |
| Advisor Group Holdings, Inc. | 76,292 | $6.67M | 0.01% | +4,373+6.1% | Added |
| Forsta Ap-Fonden | 76,200 | $6.66M | 0.04% | −69,100−47.6% | Reduced |
| CWM, LLC | 75,012 | $6.55M | 0.02% | −8,858−10.6% | Reduced |
| Comerica Bank | 74,361 | $6.50M | 0.03% | −6,552−8.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 73,591 | $6.43M | 0.02% | +73,591 | New |
| Windward Capital Management Co | 73,434 | $6.41M | 0.51% | −2,852−3.7% | Reduced |
| Amalgamated Bank | 72,375 | $6.32M | 0.05% | −3,293−4.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 70,131 | $6.13M | 0.02% | +16,583+31.0% | Added |
| Candriam Luxembourg S.C.A. | 69,734 | $6.09M | 0.03% | −12,439−15.1% | Reduced |
| Delta Asset Management LLC | 69,708 | $6.09M | 0.52% | −581−0.8% | Reduced |
| British Columbia Investment Management Corp | 69,526 | $6.07M | 0.03% | +12,804+22.6% | Added |
| Federated Hermes, Inc. | 69,084 | $6.03M | 0.01% | +791+1.2% | Added |
| Lincoln Capital LLC | 68,863 | $6.02M | 1.09% | −1,076−1.5% | Reduced |
| Susquehanna International Group, LLP | 68,378 | $5.97M | 0.01% | +11,555+20.3% | Added |
| Amica Mutual Insurance Co | 66,982 | $5.85M | 0.51% | 00.0% | Unchanged |
| Cetera Investment Advisers | 66,353 | $5.80M | 0.01% | +1,846+2.9% | Added |
| BTC Capital Management, Inc. | 65,693 | $5.74M | 0.40% | −3,989−5.7% | Reduced |
| Modera Wealth Management, LLC | 65,656 | $5.74M | 0.07% | −4,054−5.8% | Reduced |
| Antipodes Partners Ltd | 65,351 | $5.71M | 0.12% | −6,005−8.4% | Reduced |
| Brevan Howard Capital Management LP | 65,164 | $5.69M | 0.11% | +44,367+213.3% | Added |
| Utah Retirement Systems | 65,026 | $5.68M | 0.05% | −190−0.3% | Reduced |
| Achmea Investment Management B.V. | 64,892 | $5.67M | 0.14% | +64,892 | New |
| Evergreen Capital Management LLC | 64,881 | $5.67M | 0.13% | +6,092+10.4% | Added |
| Calamos Advisors LLC | 64,770 | $5.66M | 0.02% | −2,480−3.7% | Reduced |
| Voleon Capital Management LP | 64,719 | $5.65M | 0.12% | +27,203+72.5% | Added |
| Campbell & CO Investment Adviser LLC | 64,553 | $5.64M | 0.27% | +64,553 | New |
| Mercer Global Advisors Inc | 63,417 | $5.54M | 0.01% | +1,983+3.2% | Added |
| Occudo Quantitative Strategies LP | 62,234 | $5.44M | 0.36% | +62,234 | New |
| Louisbourg Investments Inc. | 76,277 | $5.40M | 1.08% | +17,146+29.0% | Added |
| Amiral Gestion | 61,731 | $5.39M | 1.98% | +61,731 | New |
| Xponance, Inc. | 60,779 | $5.31M | 0.04% | +2,547+4.4% | Added |
| Janney Montgomery Scott LLC | 60,774 | $5.31M | 0.01% | −2,045−3.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 60,309 | $5.27M | 0.04% | −3,266−5.1% | Reduced |
| Swiss Life Asset Management Ltd | 59,442 | $5.19M | 0.03% | +2,786+4.9% | Added |
| Commerce Bank | 59,241 | $5.17M | 0.03% | −1,015−1.7% | Reduced |
| CIBC World Markets Corp | 59,050 | $5.16M | 0.03% | +59,050 | New |
| Graybill Bartz & Assoc Ltd | 58,951 | $5.15M | 1.52% | +3,138+5.6% | Added |
| Los Angeles Capital Management LLC | 55,495 | $5.13M | 0.02% | −114,164−67.3% | Reduced |
| NEOS Investment Management LLC | 58,251 | $5.09M | 0.03% | +9,900+20.5% | Added |
| MAI Capital Management | 58,154 | $5.08M | 0.03% | −2,469−4.1% | Reduced |
| WSFS Capital Management, LLC | 57,503 | $5.02M | 0.24% | +57,503 | New |
| Prudential PLC | 57,011 | $4.98M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 56,561 | $4.94M | 0.04% | −630−1.1% | Reduced |
| HM Payson & Co | 56,221 | $4.91M | 0.07% | −9,505−14.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 56,143 | $4.90M | 0.04% | +56,143 | New |
| Macquarie Group Ltd | 55,630 | $4.86M | 0.02% | −1,210,193−95.6% | Reduced |
| Caisse des Depots Et Consignations | 55,325 | $4.83M | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 55,161 | $4.82M | 0.00% | +770+1.4% | Added |
| Groupe la Francaise | 53,900 | $4.71M | 0.07% | +1,610+3.1% | Added |